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Astena Holdings (8095) · InitiativeAdvanced

Transition from a manufacturing-centered model to an R&D-driven business model

First written in FY2019. 9 of 10 entries say "Advanced", first in FY2020-Q1. Latest entry: FY2024-Q2.

10entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q1 – FY2024-Q22020: 220202021: 320212022: 020222023: 320232024: 22024
Same theme, other companies
Shift from a business model centered on in-house manufacturing to an R&D- and CMC/CDMO-based modelA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2AdvancedAnnual report

    「We began selling hydrophobic tags, a key peptide raw material, and increased orders for process-development projects for medium-molecule active pharmaceutical ingredients from new-drug manufacturers overseas, including global megapharma companies with a significant presence in the peptide and nucleic-acid fields.」

    Under the R&D-driven CMC/CDMO model, the company began selling hydrophobic tags and increased orders for medium-molecule active pharmaceutical ingredient process-development projects from global megapharma companies overseas and others.
  2. FY2024-Q1AdvancedAnnual report

    「At JITSUBO, we focused on securing process-development projects for medium-molecule active pharmaceutical ingredients from pharmaceutical manufacturers with a significant presence in the peptide and nucleic-acid fields, including global megapharma companies overseas, increasing orders and advancing the establishment of a structure for selling Tag, a key peptide raw material.」

    The R&D-driven medium-molecule pharmaceutical business progressed by increasing orders for process-development projects in the peptide and nucleic-acid fields and establishing a structure for selling Tag, a key peptide raw material.
  3. FY2023-Q3AdvancedAnnual report

    「At JITSUBO, we focused our sales efforts on development-support services for medium-molecule pharmaceuticals for pharmaceutical manufacturers with a significant presence in the peptide and nucleic-acid fields, including global megapharma companies overseas. As a result, the CDMO division as a whole secured additional new orders, sales continued to grow, and an environment was established in which profitability is expected to improve going forward.」

    Under the R&D-driven CMC/CDMO model, the target market for sales activities was expanded to the peptide and nucleic-acid fields, including global megapharma companies overseas, leading to new orders and sales growth.
  4. FY2023-Q2AdvancedAnnual report

    「We focused our sales efforts on development-support services for medium-molecule pharmaceuticals for pharmaceutical manufacturers with a significant presence in the peptide and nucleic-acid fields, including global megapharma companies overseas.」

    Under the R&D-driven CMC/CDMO model, the target market for sales activities was expanded to development-support services for medium-molecule pharmaceuticals in the peptide and nucleic-acid fields, including major overseas pharmaceutical companies.
  5. FY2022AdvancedAnnual report

    「With CMC/CDMO services and a procurement platform as its two core businesses, the company provides a broad range of pharmaceutical development and manufacturing services, from raw-material procurement and CMC research through commercial production of active pharmaceutical ingredients.」

    The R&D-driven business model took concrete form as a service offering built around CMC/CDMO services and a procurement platform.
  6. FY2021-Q2AdvancedAnnual report

    「Through スペラファーマ's acquisition of JITSUBO as a subsidiary, we aim to create synergies including further technological development by using our group's pharmaceutical CMC-related resources and enhancing the value chain in our pharmaceutical and cosmetics-related businesses, extending from small-molecule drugs to medium-molecule drugs such as peptides.」

    The scope of the R&D-driven business model expanded into the medium-molecule pharmaceutical field, including peptides, through the acquisition of JITSUBO as a subsidiary.
  7. FY2021-Q1AdvancedAnnual report

    「JITSUBO conducts process development and technology transfer for the manufacture of peptide active pharmaceutical ingredients and other products using its proprietary, low-cost, high-quality and environmentally friendly Molecular Hiving™ peptide-synthesis technology, as well as contract manufacturing of active pharmaceutical ingredients and technology licensing. These businesses are highly complementary and synergistic with our Group's fine chemicals and pharmaceutical businesses.」

    The scope of the R&D-driven business model expanded to include process development, technology transfer, contract manufacturing and licensing through JITSUBO's proprietary peptide-synthesis technology.
  8. FY2020AdvancedAnnual report

    「Through the full acquisition of スペラファーマ, we aim to strengthen our CMC research contract services and establish a structure capable of providing high-level solutions that meet customers' needs at every stage of pharmaceutical development, from the initial stages through regulatory application, with the aim of establishing our Group as a one-stop company.」

    The full acquisition of スペラファーマ made concrete an R&D-driven business model and a CMC contract-services structure supporting pharmaceutical development from the initial stages through regulatory application.
  9. FY2020-Q1AdvancedAnnual report

    「Through the full acquisition of the target subsidiary, we aim to strengthen our CMC research contract services and establish a structure capable of providing high-level solutions that meet customers' needs at every stage of pharmaceutical development, from the initial stages through regulatory application, with the aim of establishing our Group as a one-stop company, as set out in our Group's medium- to long-term vision.」

    The full acquisition of スペラファーマ made concrete the transition from an in-house-manufacturing-centered business model to an R&D-driven model, as well as the establishment of a structure supporting pharmaceutical development from the initial stages through regulatory application.
  10. FY2019First statedAnnual report

    「Recently, we have been considering a broad range of possibilities for discontinuous growth through partnerships and M&A with other companies, while advocating a transition from our previous in-house-manufacturing-first approach to an R&D-driven business model, with a view to further expanding our business.」

    The company explicitly stated for the first time its intention to transition from an in-house-manufacturing-centered approach to an R&D-driven model, positioning partnerships and M&A as means of achieving discontinuous growth.
Moved together

"Overseas Expansion and Product Development in Chemicals, New Equipment and Optimal-Site Production" moved the same way as this thread, in the same document, in 9 of its 10 moves.

998766★123456
  1. ★This thread
  2. 1Overseas Expansion and Product Development in Chemicals, New Equipment and Optimal-Site Production9×
  3. 2Expanding Sales of Generic Pharmaceutical Ingredients and New Materials Through Customer Proposals9×
  4. 3Strengthening the CMC contract research business through the acquisition of all shares in スペラファーマ8×
  5. 4Stable Supply of Pharmaceuticals, Capital Investment and Production Efficiency Improvements7×
  6. 5Sharp Decline in Chemicals Business Revenue and Widening Operating Loss6×
  7. 6Introduction of Performance-Linked Restricted Stock Compensation6×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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No upcoming earnings preview for Astena Holdings yet.
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Transition from a manufacturing-centered model to an R&D-driven business model | Astena Holdings Co.,Ltd. (8095) | Komori